Impersonation - Auto Impersonate or List Deal Users First
gathering votes
K
Kevin Bates
We should be able to quickly have the ability to impersonate the primary sales consultant when texting a customer as opposed to having to scroll down the list of sales agents.
Drew Adler
Merged in a post:
Impersonating while texting - reply as the person you're impersonating
M
Melissa LaBouef
When we are impersonating someone else via text, we have to manually change the name to the person we are impersonating. If I hit "reply" it would be nice if it defaulted to the person you are impersonating like it does when you email to avoid accidentally sending as yourself and creating a new text thread (which confuses customers).
Shawn Goebel
Merged in a post:
More intuitive User Selection Drop Down & Keyboard Shortcut
A
Alexis Gutierrez-Malagon
There are a lot of clicks required to send correspondence as another user. As an Internet Sales Manager, I reply to customers on behalf of salespeople when they are busy or not present. Two suggestions:
- Auto-populate assigned users to the top of dropdown lists.
Currently, "Send as Me" is the first listed dropdown option when selecting a "Send as User" profile, which is helpful. The remaining users are listed alphabetically. I suggest adding the assigned users at the top of the dropdown list under "Send as Me." This would cut down on the number of clicks.
- Enable ARROWS and ENTER buttons to maneuver dropdown menus.
Upon clicking the "Send as..." dropdown, the "Search for user" textbox is automatically selected for immediate keyboard strokes. However, the ARROWS and ENTER buttons do not register, requiring additional clicks.
Canny AI
Merged in a post:
Users associated with the Deal/Customer are the first choices for Impersonating
W
Will Phillips
When a sales manager or BDC is texting and salesperson on the file, would be good to have the top options as the ability to text as the primary salesperson
J
Jack Johansing
YESSSSSSSSSSS Please!
Shawn Goebel
Will Phillips Thank you for the feature request! We did account for this on Mobile! I am going to make a slight tweak to your request and move it to Gathering Feedback! Thank you again!
J
Jack Johansing
Shawn Goebel and we LOVE it on mobile. Thank you!
M
Matt Like
That would be a nice touch. That's Apple-level user experience.
Shawn Goebel
gathering votes
Shawn Goebel
Kevin Bates Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about this request. Thank you again and have a great day!